Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.6B
AUM Growth
-$3.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,302
New
Increased
Reduced
Closed

Top Buys

1
+$82.1M
2
+$56.5M
3
+$44.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$40M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$36.6M

Top Sells

1
+$76.2M
2
+$53.1M
3
+$50.4M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$41.7M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$28.3M

Sector Composition

1 Technology 9.03%
2 Financials 4.71%
3 Healthcare 4.25%
4 Consumer Discretionary 4.16%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$22.4M 0.12%
298,174
-31,851
177
$22.4M 0.12%
66,342
-1,791
178
$22.4M 0.12%
232,587
+9,409
179
$22.3M 0.12%
208,307
+2,654
180
$22.2M 0.12%
205,191
+6,723
181
$22.2M 0.12%
592,717
+9,975
182
$22.1M 0.12%
40,597
-885
183
$22M 0.12%
1,974,571
-70,994
184
$21.9M 0.12%
758,200
-22,574
185
$21.6M 0.12%
226,509
+159
186
$21.4M 0.12%
511,326
+11,416
187
$21.2M 0.11%
354,685
-23,591
188
$20.5M 0.11%
178,868
-180,772
189
$20.5M 0.11%
255,073
-6,961
190
$20.5M 0.11%
425,712
-6,838
191
$20.4M 0.11%
224,887
-67,985
192
$20.3M 0.11%
402,263
-63,197
193
$20.1M 0.11%
408,830
-10,026
194
$20M 0.11%
299,739
-123,932
195
$20M 0.11%
109,382
-15,545
196
$19.8M 0.11%
601,532
-36,100
197
$19.8M 0.11%
185,849
-87,223
198
$19.7M 0.11%
391,304
-12,450
199
$19.6M 0.11%
417,644
+22,581
200
$19.5M 0.11%
497,097
+36,369
6 7
8
9 10